RingDonHome / Industries / Accounting and bookkeeping / Phone
Accounting and bookkeeping
AI phone answering for accounting and bookkeeping
Answers client calls, schedules meetings, collects the questions and books a callback with the right person.
- 07:58Caller asked for the earliest opening. Booked Tuesday 9:10, confirmation sent by text.
- 12:41Price question about a full service. Quoted from your list, caller booked on the spot.
- 17:45After hours call. Urgent request forwarded to the on-call number, the rest booked for tomorrow.
What it does in accounting and bookkeeping
- Answers on the second ring, day and night, in any language
- Books, moves and cancels appointments in your calendar
- Quotes from your own price list and sends the quote by text
- Transfers urgent calls, the rest waits for morning
- Texts the caller a confirmation and you a summary
Systems in your office it plugs into
- QuickBooks, Xero, Drake, Lacerte
- Client portals and secure upload
- Engagement letters and organizers
- Bank and card statements
- Deadline calendars
Plus your current phone number (call forwarding, nothing to port), google calendar, outlook, booksy, square, calendly.
Guardrails, set on day one
What the AI may promise, what it hands to a person.
Rule
Anyone who asks for a person gets one
Rule
Every call has a transcript and recording
Rule
You decide what it may promise
Rule
Spend is capped per day
Questions
Short answers. Anything else, ask on the contact page and a person replies in a day.
Ask a questionDo I have to change my phone number?
No. Calls forward from the number you already have.
What happens when the caller wants a human?
The call is transferred to the phone you choose. If nobody answers, it takes a message and texts you.
Is client data safe?
Documents stay in your portal and storage. The AI reads them there and writes into your systems, nothing is copied out.
Your systems stay yours
Nothing to migrate, nothing new to learn. A person is always one step away.
- Week 1: audit
- Weeks 2 and 3: build and test on your cases
- Week 4: live, watched
- Every month: tune